Podcasts about business acquisition

Austin Zaback reveals why he's built multiple 8-figure companies by focusing on partnerships over hiring, and why the traditional American dream isn't dead but completely transformed. He breaks down the exact framework for knowing when your business is ready to scale and the partnership red flags that cost him millions.Connect with Austin:Instagram: @austinzabackWant To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

I thought I was ready to buy my first business. I had the vision, the momentum, and the passion. But I failed—and it hurt.In this episode of Unmuted, I get real about what went wrong in my first business acquisition and share the 5 lessons I wish someone had told me before I started. If you're thinking about buying a business, scaling through acquisition, or just stepping into ownership for the first time, you need to hear this.

J Scott—best-selling author of four business books— spent much of his early career in Silicon Valley (California), and after leaving his corporate job, he started his real estate journey, helping people on the Multifamily space and has personally transacted over $150M in property all around the country.Connect with J:Instagram: @jscottinvestorCheck out his best selling booksWant To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

Most acquirers want you to stick around. Roll equity. Hit targets. Train your replacement.  But there's a different kind of buyer out there. One who wires 100% of the money at closing—and lets you walk.  Dan Mytels represents this type of buyer. Through his firm, Salt Creek, he's acquired 100 businesses—most of them mature, profitable, niche companies where the owner was ready to move on. They don't always offer the highest multiple, but they do offer something many founders value more: a clean break. 

Jordan Griffie & Calvin Blankenship sifted through 400+ deals, raised $700K in just 10 days, and bought a multi-revenue stream distillery. This episode is the full blueprint—from finding the right partner to structuring the perfect first acquisition.Get in touch:www.vetsandvalor.comwww.valorpeakdistillery.comJordan Griffie: @j0rdangriffCalvin Blankenship: @calvin_blankenship_Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

Growth doesn't always mean profit.In this episode, I'm joined by ProfitHive founder Kevin Bees to talk about how growing businesses leak money—and how to stop it. Kevin shares the 7 hidden areas where founders lose margin, plus a tactical framework for getting your financial house in order without becoming an accountant.

Business acquisition strategy isn't just about buying companies—it's about finding overlooked value, building operational strength, and avoiding costly mistakes. In this episode, investor and operator Jon McLaughlin shares battle-tested insights on how to acquire, fix, and scale companies others miss.If you're an entrepreneur, search funder, or legacy business owner, this episode helps you solve common problems: burnout, stalled growth, and unclear succession. Jon lays out practical steps for effective business succession planning, scaling small business growth, and avoiding the flashy-but-risky pitfalls of private equity vs venture capital.We dive into his playbook for choosing the right acquisitions, the red flags to avoid, and why most first-time buyers get it wrong. You'll also hear how Jon built an aviation SaaS company from the ground up, and how real operators use AI in business operations to streamline—not complicate—value creation.Whether you're exploring startup mentorship, evaluating software as a service models, or studying timeless business frameworks, Jon's experience offers a grounded, real-world business turnaround strategy that aligns with today's toughest challenges—and tomorrow's biggest opportunities.Timestamps:⏱️ Timestamps (26:26 Total):0:00 – Welcome & intro to Jon McLaughlin1:05 – Global journey: Costa Rica to Wall Street to Nepal2:15 – Transitioning into business acquisition3:30 – What Jon looks for in a business deal4:45 – Personas Jon helps: sellers, stuck founders, first-time buyers6:00 – Story behind Interra (wildfire SaaS) & TBX (aviation SaaS)7:15 – Finding success in the “no man's land” between PE and VC9:00 – How business strategy has evolved since the 1900s11:00 – Teaching through historical business frameworks12:30 – The truth about software as a service (SaaS) today14:20 – Why SaaS fails when you stop innovating15:15 – Using AI in business operations the right way17:00 – Why AI is not the answer unless your foundation is solid18:30 – What most people get wrong about buying a business20:00 – “Don't Die”: the real rule of business21:15 – Red flags in risky deals: single customers, no processes22:40 – What people underestimate about operational complexity24:00 – Backpacking lessons for business and life25:30 – How to connect with Jon and explore his venturesTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

In this conversation, Mysti Marcantonio shares her unique journey from being an accountant to venturing into the real estate space, particularly focusing on multifamily investments. She discusses her motivations for seeking flexibility in her career, her experiences in various industries, and her passion for real estate. The discussion also covers the differences between single-family and multifamily investments, the importance of networking, and the process of underwriting deals. Mysti emphasizes the value of continuous learning and the potential for business acquisitions in the restaurant industry, leveraging her accounting expertise.     Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Thinking about buying a home service business with an SBA loan? This episode is your go-to guide. Jackquisitions sits down with Alan Peterson—who closed over $70 million in SBA acquisition financing last year—to break down how to structure high-leverage deals, navigate the latest SBA loan rule changes, and avoid the costly mistakes many first-time buyers make.If you're serious about acquiring a home service business and want a financing strategy that actually works, this episode is a must-listen.

In this episode of Business Buying Strategies, Jonathan talks with John, a long-time acquaintance and experienced professional in mergers and acquisitions.   John shares his journey of acquiring six businesses with a combined annual revenue of 6 million pounds, detailing the various strategies and tactics he employed, including using the cash reserves of the acquired businesses to fund their purchases.   He emphasises the importance of accountability, transparency, and understanding the financial aspects of a business to ensure successful acquisitions. John also highlights the value of a deal fee and the benefits of deferring most of the consideration payments.    Key moments   00:49 Meet John Hood: A Successful Business Buyer 02:36 John's Journey: From Consultancy to Business Ownership 03:08 The Importance of Accountability in Business 04:23 Exploring John's Business Ventures 06:00 Using Business Assets to Fund Acquisitions 09:41 Negotiation Tactics and Strategies 12:20 Case Studies: Successful Business Acquisitions 19:49 The Deal Fee: Paying Yourself First 21:47 Consolidation and Future Plans 24:42 Final Thoughts and Advice     ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

In this episode of Jackquisitions, we break down the essential expert team every acquisition entrepreneur must build before buying a business. Whether you're acquiring your first HVAC company or scaling into multiple service businesses, assembling the right support system can make or break your deal.From legal frameworks to SBA loan processing, we cover the professionals who will help you move quickly, avoid costly mistakes, and access high-quality deals. Plus, we spotlight post-acquisition roles that keep your operations tight—like a skilled bookkeeper and a rock-solid insurance broker.If you're planning to buy a business in 2025, this is your checklist.

In this episode of Confessions of a B2B Entrepreneur, host Tom Hunt sits down with Nick Huber, founder of Bolt Storage and Somewhere.com, to uncover how he leveraged social media to raise over $40 million and build multiple seven-figure businesses. Discover Nick's "sweaty startup" philosophy, emphasizing executing common business models exceptionally well rather than chasing novel ideas, and how radical transparency on platforms like Twitter transformed into tangible business success. This conversation provides invaluable insights for anyone looking to build a personal brand, scale traditional businesses, or convert online influence into real-world opportunities. Nick shares his strategies for managing multiple ventures simultaneously, his unconventional path to entrepreneurship, and why focusing on "boring" businesses can often outperform trendy tech startups.

In this episode of the Modern Man Podcast, host Ted speaks with Joshua Wilson, a serial entrepreneur and business acquisition strategist. They discuss Joshua's journey from being a real estate addict to successfully acquiring and transforming businessesTakeawaysJoshua Wilson transitioned from real estate to mergers and acquisitions.Being equity-rich but cash-poor can be a challenging situation.Diversification is crucial for financial stability.Taking calculated risks can lead to significant rewards.Mental roadblocks often prevent individuals from pursuing opportunities.Due diligence is essential when acquiring a business.Identifying growth potential in businesses is key to successful acquisitions.Entrepreneurship requires resilience and the ability to learn from failures.Networking and mentorship can provide valuable insights and opportunities.The universe often presents opportunities when you are open to receiving them. Don't do restaurants, just too low margins.Niche down as much as you can.Immediate cash flow from acquisitions is a key advantage.Aligning with investors is crucial for success.There is no such thing as a passive business.Creating multiple income streams is essential for financial freedom.Diversification is necessary to avoid being cash poor.Investing in businesses can yield better returns than real estate.Understanding the operational side of business is vital for success.Parenthood has shaped my perspective on financial independence.Chapters 00:18 - Introduction to the Modern Man Podcast 01:38 - From Real Estate to Mergers and Acquisitions 03:21 - Understanding Equity Rich and Cash Poor 06:20 - The Importance of Diversification in Business 09:08 - Taking Calculated Risks in Entrepreneurship 12:22 - The Journey of an Entrepreneur: Lessons Learned 15:16 - Overcoming Mental Roadblocks and Fear 18:28 - The Role of Due Diligence in Business Acquisition 21:23 - Identifying Profitable Business Opportunities 24:05 - Niche Down for Success 27:18 - Immediate Cash Flow from Acquisitions 30:25 - Investing with Limited Cash 33:31 - The Reality of Business Ownership 38:58 - Creating Multiple Income Streams 40:52 - Long-Term Vision in M&A 42:45 - Life Lessons from ParenthoodWilson's Links Website: https://jwenterprise.co/Instagram: https://www.instagram.com/therealjoshwilsonFacebook: https://www.facebook.com/realjwilson/Free eBook Here: Mastering Self-Development: Strategies of the New Masculine: https://rebrand.ly/m2ebook ⚔️JOIN THE NOBLE KNIGHTS MASTERMIND⚔️https://themodernmanpodcast.com/thenobleknights

On this episode, we are joined by Cecilia Kucharski -- Vice President and Operations Leader at Webcor in San Diego.Cecilia's success story began with her studies in Construction Management and being a part of multiple internship programs throughout her college career at Purdue University. After college, she jumped straight into the Bay Area construction industry working for a large contractor as a Project Engineer, then quickly rose into Project Management and Project Director roles. From there, she moved into estimating and Business Development, Business Acquisition, Business Strategy, and Marketing. Finally, she moved back into Operations, where she leads the charge for Webcor's market expansion in San Diego. It's great to hear Cecilia's passion when sharing why she loves being a part of Webcor, what makes their team culture unique, and what an EXCITING opportunity it is to be a part of their market growth in San Diego.In this episode, we discuss:• How her summer internships helped jumpstart your career in the right direction -- including what she's noticed some of the most successful internship programs have in common -- and where some miss the mark• The difference between having a mentor and a sponsor -- and what this has meant to her career• Why elite executive talent in the industry who might have a comfortable job at the moment should consider a move to the Webcor team to participate in this powerful mission they're on to continue taking over the San Diego market•  How Webcor intentionally upskills their leaders -- and how this has driven a positive impact on their team and organization overallAnd much more…If you're looking for new ways to find strategic mentors or sponsors for your career, you want to learn about new opportunities to get on the ground floor in a growing market, or you simply want to hear the perspective of a seasoned construction leader who has worked nearly every aspect of the business -- you're in for a gem with this episode!

What wisdom lies in an entrepreneur's journey from startups to strategic business acquisitions? Robert Brooker has traversed a multifaceted career path marked by entrepreneurship, strategic business acquisitions, and a profound commitment to a fulfilling life. Starting with odd jobs worldwide, he ventured into real estate and later transitioned to acquiring businesses.  Robert's impact extends beyond business by serving on BetterInvesting's board and held roles at esteemed institutions. Now, he focuses on diverse investments, emphasizing family and personal fulfillment.  In this episode, Robert joins Darius for yet another episode of The Greatness Machine to talk about his latest book, Albert Kner: Icon, Legend. He also discusses crucial insights for entrepreneurs and investors, emphasizing the significance of aligning business ideas with current market conditions and delves into the value of peer groups within these communities. A pivotal aspect of the discussion revolves around Robert's personal journey, specifically the transition from being a business owner to dedicating his focus to full-time investing. Topics include: The importance of aligning business ideas with the current market conditions The value of peer groups in the entrepreneurial and investing communities The need to explore opportunities and hustle in a competitive market Robert shares an important criteria for business acquisition Robert discusses two models for managing acquired businesses The responsibility of entrepreneurs to ensure the business's viability Robert talks about the transition from being a business owner to full-time investing And other topics… Sponsored by: Brevo: Get started free or save 50% for 3 months with code GREATNESS at brevo.com/greatness.  Huel: Try Huel with 15% OFF + Free Gift for New Customers today using my code greatness at https://huel.com/greatness. Fuel your best performance with Huel today!  Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/DARIUS. Notion: Get Notion Mail for free right now at notion.com/machine.  ShipStation: Go to shipstation.com and use code GREATNESS to sign up for your FREE trial.  Shopify: Sign up for a $1/month trial period at shopify.com/darius.  Connect with Robert: LinkedIn: https://www.linkedin.com/in/robertbrooker/ Book: https://www.amazon.com/Albert-Kner-Artist-Discovering-Industrial/dp/9631369234  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/whoompdarius/ YouTube: https://therealdarius.com/youtube Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Real Estate Pros podcast, host Dylan Silver interviews Ed Weinberg, a seasoned real estate investor with a background in electrical engineering. Ed shares his journey into real estate, starting from his early investments in multifamily properties in Connecticut to his current focus on creative business acquisitions. He discusses the importance of networking, joining local real estate investment associations, and the challenges faced by landlords. Ed also delves into the strategies for acquiring businesses from tired owners, emphasizing the potential for profitable investments in a changing market.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this engaging conversation, Christian interviews Aneury, a seasoned business and real estate investor. Aneury shares his journey from corporate America to becoming a successful entrepreneur, discussing his experiences in real estate investing, property management, and business acquisitions. He emphasizes the importance of networking, choosing the right partners, and implementing effective systems to avoid burnout while managing multiple businesses. The discussion also covers the advantages of being both a real estate agent and an investor, as well as practical advice for those looking to acquire businesses.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

Success isn't just about hustle—it's about smart ownership. In this episode, I sit down with Ben Kelly, an acquisition entrepreneur who's scaled five businesses with little to no upfront cash. We talk about how you can skip the startup chaos and buy a business that's already thriving.

Last week on Wealth Formula Podcast, we dove deep with an expert who specializes in due diligence for small business acquisitions. To reiterate, what makes small business acquisitions especially enticing are the incredible financing opportunities available through the SBA. Imagine this: you only put down 10 percent on a $5 million business, and suddenly, you're in control of a business that throws off a million dollars per year in cash flow after paying monthly loan charges. That's what these numbers look like. Now obviously, it's a business, and it's not going to be quite that easy. That's why you have the higher cap rate. But the value proposition makes it worth consideration nonetheless. It's complicated stuff, and whether it's buying commercial real estate, funding a promising startup, or acquiring a multimillion-dollar established business, the right guidance can mean the difference between stress and success. So, this week on Wealth Formula Podcast, we're taking the next logical step and talking to an expert on funding these deals. After all, there is no sense in doing all that due diligence if you can't actually pull the financial trigger.

Many business owners overlook a powerful strategy hiding in plain sight—using their marketing budget to fuel acquisitions and build a portfolio of successful businesses. In this episode of the Buying Online Businesses podcast, host Jaryd Krause speaks with Marty Fahncke, a seasoned marketer with over 30 years of experience in business growth and scaling. With more than two decades in mergers and acquisitions, Marty has helped businesses reach over a billion dollars in revenue and has executed more than $450 million in M&A transactions. This conversation delves into the key aspects of acquiring and selling online businesses, including: ✔️ The types and sizes of businesses that are ideal for acquisition✔️ Common mistakes sellers make and how to avoid them✔️ Strategies for bolting on businesses to an existing brand✔️ The process of identifying, acquiring, and financing the right business✔️ The "leaky bucket" problem and how businesses can save thousands of dollars per month For anyone looking to scale through acquisitions and make smarter investment decisions in the online business space, this episode is for you. Tune in to discover how to leverage acquisitions for long-term growth. Episode Highlights 02:40 Marty’s journey as an M&A Advisor 11:30 A good relationship is sometimes the key! 18:00 How to build a growth strategy? 25:00 What’s the timeframe in selling a business? 33:20 Not all businesses are sellable 38:00 Reputation is everything! Key Takeaways ➥ Buying a business with proven revenue is often a safer bet than scaling through paid advertising, which requires time, testing, and investment with no guaranteed success. ➥ U.S. buyers can leverage SBA loans to acquire businesses with minimal upfront capital, while international buyers often rely on self-funding or revenue-based financing from third-party lenders. ➥Strengthen your core business before acquiring—acquisition is not a fix for internal issues. About The Guest Meet Marty M. Fahncke (pronounced Fawn-Key), a seasoned world-class Marketer with over 30 years of experience in growing & scaling businesses, and over 20 years of experience in Mergers and Acquisitions. In that time, Marty has helped businesses scale to over $1 Billion in revenue and executed over $450 million in Mergers and Acquisitions transactions. Connect with Marty M. Fahncke ➥ https://www.WestboundRoad.com Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause

Michal Wachstock is a results-driven marketing leader with a proven track record of building and scaling B2B SaaS companies. From sparking ideas to driving execution, she thrives on developing go-to-market strategies, creating impactful brands and driving customer acquisition and growth. Michal's journey has included spearheading the launch of multiple startups, building high-performing marketing teams from scratch, and driving significant revenue growth through innovative marketing campaigns. With a passion for customer-centricity and a wealth of experience in brand development, digital marketing, and marketing automation, Michal won't rest until a business has achieved its full potential. Website: https://akooda.co  LinkedIn: https://www.linkedin.com/in/michal-wachstock/  YouTube: https://www.youtube.com/@akooda   Shai Alani has over twelve years in marketing, leading global marketing initiatives at Coralogix, revolutionizing AI control. He is passionate about crafting impactful growth marketing solutions in his role as VP of Marketing, encompassing global B2B efforts.  Website: https://coralogix.com/  LinkedIn: https://www.linkedin.com/in/shaialani/  Facebook: https://www.facebook.com/Coralogix/    In this episode, we uncover marketing strategies, AI's impact on marketing, and personalized tactics shared by industry experts, Michal and Shai.    Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz   Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

Courtney spills real-world strategies that helped her:

Michal Wachstock is a results-driven marketing leader with a proven track record of building and scaling B2B SaaS companies. From sparking ideas to driving execution, she thrives on developing go-to-market strategies, creating impactful brands and driving customer acquisition and growth. Michal's journey has included spearheading the launch of multiple startups, building high-performing marketing teams from scratch, and driving significant revenue growth through innovative marketing campaigns. With a passion for customer-centricity and a wealth of experience in brand development, digital marketing, and marketing automation, Michal won't rest until a business has achieved its full potential. Website: https://akooda.co  LinkedIn: https://www.linkedin.com/in/michal-wachstock/  YouTube: https://www.youtube.com/@akooda   Shai Alani has over twelve years in marketing, leading global marketing initiatives at Coralogix, revolutionizing AI control. He is passionate about crafting impactful growth marketing solutions in his role as VP of Marketing, encompassing global B2B efforts.  Website: https://coralogix.com/  LinkedIn: https://www.linkedin.com/in/shaialani/  Facebook: https://www.facebook.com/Coralogix/    In this episode, we uncover marketing strategies, AI's impact on marketing, and personalized tactics shared by industry experts, Michal and Shai.    Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz   Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

College debt or career head start? In this episode of Blue Collar Millionaire, we dive deep into the growing opportunities in the blue collar space and why more people are choosing trades over traditional degrees. We break down real numbers—man-hour profitability from carpet cleaning to fire restoration—and explain how young workers can go from zero experience to business ownership in just a few years. We talk about: Why blue collar isn't a fallback—it's a fast track The massive wave of retiring business owners creating buyout opportunities How private equity is now paying attention to trades Why learning on the job beats student loans And how YOU can make a multi-million dollar exit in under 5 years Whether you're starting fresh, looking to scale, or want to buy a service-based business, this episode is for you.

In this episode, we feature a thought-provoking conversation with Michael Frankel, the founder and managing partner of Trajectory Capital. With decades of experience in corporate development, innovation strategy, and corporate ventures, Michael has held C-level roles at prominent companies like Deloitte, Lexis Nexis Group, GE Capital, and VeriSign. Having participated in over 110 deals throughout his career, he brings valuable insights to the table. They dive into the world of Mergers and Acquisitions (M&A), exploring why it can serve as a strategic "cheat code" for scaling businesses. However, as Frankel emphasizes, M&A isn't a one-size-fits-all solution. The discussion covers how business owners can evaluate whether acquisitions are the right growth strategy and what considerations are essential for success. Michael shares useful tips on: Developing a clear acquisition strategy that aligns with business goals Identifying suitable targets, whether for products, technology, talent, or market expansion Financing acquisitions while effectively managing risks Recognizing the critical role an M&A advisor plays in minimizing risks and maximizing ROI If you're thinking about growing your business through acquisitions or want to know how M&A can build wealth, this episode is packed with practical advice. Michael’s experience offers valuable guidance to help you make smart choices. Tune in and find out how M&A could be the key to your business growth. Episode Highlights 02:50 Michael’s background as “CFO” 11:00 How to grow a business through acquisition? 20:30 How do you get the capital for your business? 29:00 You need M&A to execute the transaction! 38:30 Be better at what you do by repeating it 43:30 Where to find Michael? Key Takeaways ➥ Decisions should be data-driven. Analyze sales, marketing, and operational data to identify what’s working and where improvements can be made. ➥ Before acquiring, compare the benefits of building a solution in-house versus buying an existing business. ➥ A strategic CFO can turn financial data into actionable insights that drive growth and optimize operations. ➥Advisors offer expert insights and reduce risks, ensuring you make informed decisions. About The Guest Michael Frankel is the Founder and Managing Partner of Trajectory Capital. He has held C-level executive roles (corporate development, strategy/innovation, CFO, COO) at large and small growth companies. He is a Corporate Development, Innovation, Strategy, and Corporate Venture leader who has driven aggressive growth/expansion at global technology, information services, and professional services companies including Deloitte, LexisNexis Group, IRI, GE Capita,l and VeriSign. Michael has a track record of executing growth strategies using acquisitions, ecosystems,s and corporate venture investments (over 110 deals across his career). Connect with Michael Frankel ➥ https://michaelfrankel.com/ ➥ https://www.linkedin.com/in/frankelmichael/ Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause ➥ Site Ground (Website Hosting) - https://bit.ly/3JBEC1u ➥ Surfer SEO (SEO tool for content writing) - https://bit.ly/3WWMKjM ➥ Convert Kit (Email Software Provider) - https://bit.ly/3o10Xgx

In this episode of WealthTalk, we're joined by Donnie Maclean, the founder of Eat Balanced, a company committed to creating healthier pizzas that don't compromise on taste—developed in collaboration with a professor of nutrition. Donnie takes us through his entrepreneurial journey, highlighting the challenges of building a food brand from scratch, getting into supermarkets, and the even harder task of staying on the shelves.He shares his philosophy of "health by stealth", aiming to improve nutrition without forcing radical changes in consumer habits. Throughout the conversation, Donnie speaks openly about the emotional roller coaster of business ownership, the importance of accountability, and the lessons he's learned from years in the industry. His story is one of resilience, innovation, and the constant pursuit of improvement.The episode also explores Donnie's transition into the world of business acquisitions and sales, as he discusses the flawed nature of the current system and the emotional toll it can take on business owners. His new venture, Sell to Retire, is focused on supporting entrepreneurs who are ready to exit, by bridging the gap between sellers and buyers with empathy and understanding. Donnie reflects on the essential role of trust and communication in business relationships and shares his belief that financial independence is achievable with the right planning, especially as retirement approaches.This episode is a must-listen for anyone passionate about entrepreneurship, nutrition, business growth, or preparing for a successful business exit.Tune in now to hear Donnie's incredible journey and gain valuable insights that could transform your own business path.Resources Mentioned In This Episode: >> Donnie Maclean [LinkedIn]>> Health by Stealth [Website]>> Take the quiz to see if your business is ready to sellNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

In this podcast episode, Joe Fier and Jon Staenberg explore the emerging landscape of search funds, a transformative and under-the-radar investment opportunity. As they discuss the impact of the "silver tsunami" and technological advancements, Jon highlights the potential for this small business aquisition to drive entrepreneurial growth. Reflecting on lessons from industry giants like Warren Buffett, Jon shares insights from his career journey and emphasizes the importance of constant reinvention to thrive in today's rapidly evolving business environment.What is a Search Fund?Jon Staenberg explains that a search fund is a unique investment model where individuals or teams raise capital to search for and acquire a business. This model allows individuals, often fresh out of business school, to purchase companies with strong potential and lead them to growth and success. The concept was initially taught at schools like Stanford and Harvard, and its popularity is spreading across the globe.The Rise and Benefits of Search FundsJon highlights the growing trend of baby boomers retiring and the opportunity it presents for buying businesses. Small businesses with established market presence and potential for improvement are ripe for acquisition. This situation creates a "silver tsunami" of opportunities. Search funds target companies within the $2 to $5 million EBITDA range, making them accessible yet highly profitable investments.Jon's Path to Creating Agate HoundJon shares his journey into creating Agate Hound, his fund that supports search funds. He emphasizes the importance of investing in funds that have a well-thought-out playbook, ensuring systematic success in acquiring and managing businesses. For him, it's crucial to have passionate entrepreneurs, buy the right businesses, and have a strong support network.The Role of AI and Modern TechnologiesArtificial Intelligence (AI) plays a significant role in Jon's current ventures. AI helps showcase the potential of technology in transforming and running businesses more efficiently. AI can aid in everything from making business processes smoother to offering innovative solutions and creative ideas for business growth.Investing in Boring but Profitable BusinessesJon believes in investing in so-called "boring" businesses, like pool cleaning companies or accounting firms. These businesses might not be flashy, but they provide steady income and reliable returns. Search funds capitalize on these opportunities, bringing fresh energy and modern strategies to well-established enterprises.Jon's Motivation and Future PlansJon remains focused on growing the search fund model, seeing it as a valuable asset for investors seeking solid, long-term growth. He sees his role not just as an investor but as a mentor, helping new business leaders to navigate through acquisitions successfully.Getting Involved with Search FundsFor those interested in the world of search funds, Jon recommends starting with educational resources like the Stanford primer on search funds. Numerous books and podcasts can also provide valuable insights.Connect with Jon StaenbergAsk Jon questions 24/7 with his Delphi CloneLearn more about Jon's Search Fund Agate Hound FundGrab a bottle of Jon's wine before it's gone at Hand of God WinesShoot Jon an email at jon@agatehound.fund or jon@handofgodwines.comOverall Reflections and What's...

In this episode, Brad Lea brings back Chad Peterson to break down how to actually create wealth. Forget grinding 80 hours a week to scale your business — Chad shows how to trade your business UP and 10X your personal income using liquidity events and leveraged acquisitions.  

Feeling stuck in a job that drains your energy while your dreams fade into the background is a slow kind of defeat. The idea of quitting and starting from scratch can seem impossible, but what if there's another way? Wealth isn't just built through grinding away at a traditional career or risking everything on a startup. There are smarter, proven paths that allow you to create financial freedom without sacrificing years to uncertainty. The key is finding the right vehicle—one that aligns with your skills, interests, and long-term goals. The real question is, are you ready to take control? Ken Mack, a business acquisition expert, went from entry-level jobs to owning companies using creative financial strategies. Originally from the UK, he specializes in buying businesses with little personal capital and optimizing taxes, having relocated to Dubai for financial freedom. He's active on Instagram and runs the Triple 8 Club for aspiring business buyers. Today, he shares how he bought his first business young, strategies for acquiring companies without traditional financing, and the power of networking. Stay tuned! Resources Triple 8 Club: Your Network Is Your Net Worth Follow Ken Mack on Instagram Follow Ken Mack on Facebook Connect with Ken Mack on LinkedIn

QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse! Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week. Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends! In this episode of Quick Fire Friday, host Troy Trewin  interviews Joe Burrill, founder of Just Website Brokerage, shares how he built a leading online business brokerage specializing in buying and selling digital businesses. Joe discusses navigating Flippa, AI, and SEO challenges, highlighting the impact of Google's Helpful Content Update. He also explains valuation strategies, deal structuring, and his passion for helping clients achieve success through expert deal-making. This episode offers actionable insights for anyone looking to sell or acquire an online business. Key Takeaways for Small Business Owners: Prepare Your Business for Sale: Ensure accurate financial records, a clear profit-and-loss statement, and transparency about your business's operations to attract serious buyers. Timing Matters: Sell your business when it's performing well, as a growing trend in revenue and traffic is more appealing to buyers than a declining one. Understand Valuation: Businesses are often valued using a multiple of Seller's Discretionary Earnings (SDE). High-quality businesses with stable revenue streams and minimal owner involvement command higher multiples. Our hero crafts outstanding reviews following the experience of listening to our special guests. Are you the one we've been waiting for? Highlight Opportunities: Showcase untapped potential areas like new markets, unactivated revenue streams, or growth strategies to appeal to buyers and maximize your business's value. Be Flexible with Deal Structures: Consider vendor financing or installment plans to make your business more accessible to buyers, especially for higher-value transactions.   Leverage Professional Help: Engaging an experienced broker like Just Website Brokerage can streamline the selling process, ensure better deal-making, and provide access to a larger network of potential buyers. One action small business owners can take: According to Joe Burrill, the one action small business owners should take is to organize their financial records and create a clear profit-and-loss statement. This foundational step is crucial for understanding business value and attracting serious buyers. Do you have 2 minutes every Friday? Sign up to the Weekly Leadership Email. It's free and we can help you to maximize your time. Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.

Many buyers overlook one of the most valuable yet intangible assets that come with acquiring an online business. This episode features Ross Gerson, founder of DealSlide.com and a former broker at Empire Flippers. With extensive experience on both the buy and sell sides of online business acquisitions, Gerson shares key insights into the most frequent mistakes buyers and sellers make—and how to avoid them. The discussion covers several compelling topics, including Krause’s near-experience as a broker at Empire Flippers, a role Gerson had originally approached him for. Gerson also explains his transition into acquisition advising and consulting, detailing his work with WebStreet and his involvement in acquiring over 15 to 20 content sites. You will gain valuable insights into critical acquisition mistakes, such as the importance of direct communication with sellers, defining clear acquisition criteria, and navigating the transition period after a purchase. The conversation also highlights Deal Slide, Gerson’s marketplace that aggregates listings from over 20 brokers, streamlining the search process for buyers. Packed with expert advice, this episode guides anyone looking to buy or sell an online business, helping them maximize their acquisition strategy while setting themselves up for a successful exit. Let’s get started! Episode Highlights 03:00 Why Ross moved into online business acquisitions? 11:00 Ross learnings from being a broker at Empire Flippers 19:00 Get an extra from the deal! 25:00 Surprises in the seller's side 39:00 Where to find Ross? Key Takeaways ➥ Many buyers enter the market without a clear understanding of what type of business suits them best. Taking the time to assess personal skills, experience, and workload preference is crucial. ➥ New buyers often fear looking inexperienced, but embracing the learning process leads to better decision-making. ➥ Off-market deals are not always better. Broker-listed businesses provide structured deal flow and often undergo vetting, making them less risky. ➥ Some sellers don’t even realize their business can be sold, while others prioritize terms over the highest price. Understanding seller psychology can create win-win deal structures. About The Guest Ross Gerson is the Founder of DealSlide.com, former broker at Empire Flippers for 2.5 years acquisition Advisor to WebStreet for roughly 3 years, bought and sold approximately 15-20 content sites for his portfolio Connect with Ross Gerson ➥ https://dealslide.com/ ➥ https://www.linkedin.com/in/ross-gerson-888ba241/ Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause ➥ Site Ground (Website Hosting) - https://bit.ly/3JBEC1u ➥ Surfer SEO (SEO tool for content writing) - https://bit.ly/3WWMKjM ➥ Convert Kit (Email Software Provider) - https://bit.ly/3o10Xgx

In this episode of Grow a Small Business, host Troy Trewin interviews Mark LaScola, founder of On The Mark, a professional services firm specializing in organization design. Mark shares his 35-year journey, growing from a spare bedroom startup to a team of 40, culminating in a 2024 acquisition. He reveals insights on balancing leadership, resilience, and team collaboration. Mark also discusses the importance of documenting processes for scaling success. Don't miss his advice on creating sustainable change and staying agile in business. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Mark LaScola believes the hardest thing in growing a small business is perseverance. He highlights the challenges of getting up every day, coping with ambiguity, and consistently putting one foot in front of the other despite setbacks. Mark emphasizes the importance of resilience, maintaining health, and finding ways to handle the psychological and physical demands of running a business over time. What's your favourite business book that has helped you the most? Mark LaScola's favorite business books include "Good to Great" by Jim Collins, "The Learning Organization" by Peter Senge, and Edgar Schein's works on process consultation. He also admires early communication works by Virginia Satir, which have profoundly influenced his approach to leadership and organizational design. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Mark LaScola recommends exploring a variety of podcasts and online learning resources to grow a small business. While he doesn't focus on any single resource, he values content on economics, behavioral science, and creative industries for diverse perspectives. Mark avoids overly popularized shows and prefers podcasts with substance and actionable insights, such as those focusing on behavioral economics, leadership, and business strategy. He believes branching out beyond one's industry can spark valuable ideas and foster innovation. What tool or resource would you recommend to grow a small business? Mark LaScola emphasizes the importance of listening to your customers and adapting your products or services based on market trends and feedback. While he doesn't highlight a specific tool, he recommends mastering strategic planning and understanding how to anticipate and respond to changes in the marketplace. He believes these skills are essential for staying competitive and fostering sustainable business growth. What advice would you give yourself on day one of starting out in business? Mark LaScola's advice for starting out in business revolves around resilience, passion, and adaptability. He emphasizes following your instincts and staying focused on your vision, even amidst uncertainties. Challenges are inevitable, but they teach resilience and the importance of solving problems early to create options. Building a strong support system is essential for navigating tough times, while celebrating small wins helps maintain momentum. Above all, he encourages staying grounded, planning for the unexpected, and embracing the unpredictable nature of entrepreneurship. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Follow your passion, but stay grounded and ready for the unexpected – Mark LaScola Success begins with listening to your customers and adapting to their needs – Mark LaScola Resilience is the key to navigating the inevitable challenges of business – Mark LaScola      

Watch Here: https://youtu.be/31r3dCWdUtAAbout the Guest: Rob Richmond is a dealmaker, strategic advisor, and founder of Synergy Groups. With decades of experience in technology, business acquisitions, and rollups, Richmond has developed a reputation for structuring creative and sustainable deals. His ability to optimize businesses before acquisition, leverage vendor financing, and create high-value group exits has positioned him as a thought leader in the space.Summary: In this episode of the How2Exit podcast, host Ronald Skelton sits down with Rob Richmond, a seasoned dealmaker and founder of Synergy Groups. Richmond shares his experience in mergers and acquisitions (M&A), detailing his innovative strategies for structuring deals, including vendor financing, virtual rollups, and work-in-buyout (WIBO) models. With a track record of completing a deal nearly every week, Richmond offers valuable insights into how business buyers can creatively structure acquisitions, avoid common pitfalls, and maximize value. The conversation also delves into the psychology of sellers, the importance of profiling employees, and how to build scalable business groups.Key Takeaways:Vendor Financing as a Deal-Making Tool – Richmond explains how structuring deals with seller financing, instead of traditional bank loans, helps align interests and often results in better terms for both buyers and sellers.Work-in-Buyout (WIBO) Strategy – He outlines how entering a business as an advisor or operator before a formal acquisition can lead to stronger deals, minimizing risk and increasing value for all parties.The Power of Virtual Rollups – Richmond discusses his success with virtual rollups, where companies in similar industries collaborate, scale, and eventually exit together for higher valuations.The Importance of Value Creation – Instead of simply acquiring businesses, Richmond emphasizes improving them through strategic changes, sales optimization, and operational efficiency.Overcoming Seller Expectations – Many business owners overvalue their companies. Richmond's strategy is to shift the conversation from an unrealistic sales price to the actual post-sale cash in the seller's bank account.Employee Profiling for Growth – By analyzing staff skill sets, businesses can reposition employees for better performance without the need for external hiring.The Right Business Mindset Matters – Smaller business owners often struggle with valuations, unrealistic goodwill expectations, and an inability to scale, while those with $10M+ in revenue tend to be more pragmatic and open to creative deal structures.The Fastest Way to Exit? Management Buyouts. – Richmond highlights management buyouts (MBOs) as one of the quickest and most effective ways for business owners to transition out while ensuring business continuity.--------------------------------------------------Contact Rob onLinkedin: https://www.linkedin.com/in/rob-richmond/Website: https://morewaysgroup.com/--------------------------------------------------

Would you quit a stable six-figure job to clean toilets? Today's guest did! And he now runs multiple businesses, including a booming Jersey Mike's franchise! In this episode, Erik Van Horn sits down with Evgeni Kopelevich, a former finance professional who transitioned into small business ownership, franchising, and passive investments. He shares his journey from corporate burnout to multi-unit business success, discussing the challenges of buying mom-and-pop businesses, securing SBA loans, and scaling Jersey Mike's in his local market. Evgeni breaks down how to evaluate and acquire a business for cash flow, the truth about passive franchise ownership, why Jersey Mike's is thriving, how he got approved, and how to structure a business partnership for success. Tune in to learn how to build wealth through business ownership!   “It's impossible to be successful in business and not have failures." ~ Evgeni Kopelevich   In This Episode: - How Evgeni got involved with Jersey Mike's - Decision to stop trading time for money - The truth about franchising - Buying a mom-and-pop business  - Challenges of running a janitorial business - Structuring a business partnership for success - How Evgeni found Jersey Mike's as the right franchise - The franchise approval process and securing funding - Lessons learned as a business owner   Resources: 

Welcome to a new episode of Invest & Scale! Today, Gabriel and Jacobo delve into an exciting journey of entrepreneurship, investment, and real estate. They discuss Jacobo's transition from starting an E-commerce business in college to acquiring and scaling Airbnbs, and now venturing into the boutique hotel space. This episode highlights the progression from running product-based businesses to focusing on real estate with underlying assets, providing insights into acquiring cash-flowing properties and leveraging funds for expansion. Tune in as they explore the intricacies of real estate investment, the challenge of navigating through different business models, and the significant role of mindset in achieving business success. Whether you're an aspiring entrepreneur or an experienced investor, this episode is packed with valuable lessons and inspiration for your next big move.00:00 "Leveraging Real Estate for Business Acquisitions"03:11 Digital Marketing Skills Applied to Airbnb07:25 The Lasting Value of Real Estate Investments12:34 Hotel Valuation Through Cap Rate and Appreciation14:58 Shifting Focus: From Airbnb to Business Acquisitions17:50 Ideal Range for Hotel Acquisitions20:31 "Role of Real Estate in Business Acquisition"23:36 Challenges in Analyzing Unsold Properties28:15 Real Estate Investment Financing Strategy30:00 Prolonged Business Execution and Exit Strategy33:16 Strategic Investment and Risk Management36:40 Strategies for Financing Unreported Sales42:24 Real Estate Investment Strategy Overview45:08 Investing in Passion-Driven Business Ventures47:52 Cultivating Mindset for Business Success- Journey from starting an E-commerce brand from scratch.- Risk involved in starting a new business.- Progressing to acquiring businesses with underlying real estate assets.- Leveraging funds and raising capital.- Challenges faced and scale achieved.- Exit strategy from the E-commerce business.- Leveraging skills from E-commerce in the Airbnb marketplace.- Importance of having real estate as an underlying asset.- Challenges of product-based businesses vs. real - estate.- Building a portfolio and scaling the business.- Differences in strategy: starting from scratch vs. leveraging funds.- Selling the Airbnb portfolio to a private equity fund.- Regulations affecting Airbnb and advantages of boutique hotels.- Boutique hotels as commercial Airbnbs with different valuation methods.- Strategy to force appreciation through operations.- Perceptions about real estate being slow and for older people.- Differences between investing in real estate and classic business acquisitions.- Market and off-market strategies.- Dealing with brokers and establishing relationships for deal flows.- Challenges and competition in finding suitable properties.- Analyzing and structuring deals for boutique hotels.- Financing strategies: loans, equity, and bridge loans.- Overcoming risks and ensuring assets cover debts.- Focus on experiential stays and amenities.- Creating unique and attractive projects.- Collaborating with entrepreneurs and using real estate for tax benefits.- Offering diversification and passive income for investors.- Importance of mindset in business.- Visualization and belief in long-term goals.- Podcasts, books, and continual learning.- Importance of networking and personal growth.Resources:https://www.linkedin.com/in/jacobo-hernandez-747299128/https://freedomvestcapital.com/

“Whatever your clients find attractive about you and the reason they want to work with you is the exact same reason that a buyer is going to find you attractive and want to acquire your agency.”- Shelby CowleyShelby Cowley joined me this week to discuss the complicated world of insurance mergers & acquisitions. How do you get the best valuation for your agency? What key metrics are most attractive to buyers? How much does personality impact the value?We answer all of those questions and more on this week's episode of Self-Funded.Chapters:00:00:00 Meet Shelby Cowley00:08:51 Empowering Entrepreneurs through Unique Insurance M&A00:11:42 Valuation Impact on Agency Acquisition Success00:15:46 High Demand Driving Top-Tier Valuations in Acquisitions00:19:29 Strategic Evaluation for Successful Business Acquisitions00:22:18 Long-term Partnership Potential in Buyer Selection00:28:45 Performance-Based Growth In Business Sale Agreements00:37:57 Leveraging Private Equity for Growth and Acquisitions00:42:15 Maximizing Acquisition Value Through Seller's Representation00:45:18 Value-Driven Consulting in Client RelationshipsKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: Insurance Mergers, Mergers And Acquisitions, Business Sales, Sales, Business Acquisition, Market Dynamics, Transactions, Private Equity Deals, PE, Private Equity, Buyer Selection, Earn Out Period, Seller Representation, Consultant, Insurance Industry, Broker, Representative, Valuations, Growth Strategies, Transaction Goals, Employee Benefits, fixing healthcare, podcast, benefits, health, healthcare, health insurance, self funded, self funding#InsuranceMergers #MergersAndAcquisitions #BusinessSales #Sales #BusinessAcquisition #MarketDynamics #Transactions #PrivateEquityDeals #PE #PrivateEquity #BuyerSelection #EarnOutPeriod #SellerRepresentation #Consultant #InsuranceIndustry #Broker #Representative #Valuations #GrowthStrategies #TransactionGoals #EmployeeBenefits #fixinghealthcare #podcast #benefits #health #healthcare #healthinsurance #selffunded #selffunding

Matt Bradbury is the founder and managing principal of Business Acquisition & Merger Associates (BAMA), a boutique M&A advisory firm he established 20 years ago after a successful 15-year career in multi-unit start-ups, turnarounds, mergers and acquisitions, and operations. Under his leadership, BAMA has grown into a respected firm, facilitating the sale of 10-12 companies annually, each generating $1M to $15M in EBITDA. With a track record spanning more than 215 transactions and $1.8 billion in transaction volume, Matt has earned a reputation for delivering exceptional results. His expertise extends deeply into the landscaping and facility services industries, where BAMA has closed over $200 million in transactions. These include companies specializing in installation, maintenance, chemical application, tree services, growing operations, and other facility services. In addition to advisory services, Matt's entrepreneurial spirit led to an investment alongside a client four years ago. Through organic growth and strategic acquisitions, this venture has become one of the largest players in the Carolinas' landscaping sector. Matt's unique combination of hands-on operational experience and M&A acumen continues to drive success for BAMA and its clients.

Unlock the secrets to securing an SBA 7(a) loan with limited tangible assets! In this video, we break down the best practices for providing collateral, explore equity injection options, and offer strategic tips for structuring your loan application. Whether you're acquiring a business or seeking financing alternatives, this guide will help you navigate the requirements and optimize your chances for approval. Don't miss out on these expert insights! Question: Hi, what are the requirements and best practices for providing collateral when applying for an SBA 7(a) loan, especially for businesses with limited tangible assets? Regards, John. If you'd like to meet with Beau to talk financing, book a call here ( http://bookwithbeau.com/ )

In this video, we explore the specific advantages and potential drawbacks of using SBA 7(a) loans for acquiring an existing business and business expansion. Learn about the collateral requirements, personal guarantees, and why SBA 7(a) loans might be the best option for your business financing needs. Discover the nuances of SBA loans compared to other financing options and gain insights on how to navigate the process effectively. Question: Hello, what are the specific advantages and potential drawbacks of using an SBA 7(a) loan for acquiring an existing business compared to other financing options? Thanks, Sarah. If you'd like to meet with Beau to talk financing, book a call here ( http://bookwithbeau.com/ )

In this episode of Grow a Small Business, host Troy Trewin interviews Tim Calise, the driving force behind Business Tim Calise Consulting & Investing. Tim shares his journey from founding innovative startups in college to scaling Gym Launch into a $35M success. He provides valuable insights into financial education, business strategy, and how his consulting and investing ventures help entrepreneurs build scalable, efficient businesses. Don't miss his expert advice on growth, resilience, and making bold decisions! Other Resources: An easy way to measure if your customers love you in 21 minutes – use the Net Promoter Score (NPS). And it's FREE. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Tim Calise, the hardest thing in growing a small business is maintaining focus. He emphasizes the importance of staying in your lane and building capacity by hiring the right people. This ensures sustained growth and avoids distractions that can derail progress. What's your favourite business book that has helped you the most? Tim Calise cites "Buy Back Your Time" by Dan Martell as one of his favorite business books, offering actionable insights on optimizing time and leveraging resources effectively. He also recommends "Ready, Fire, Aim" by Michael Masterson (Mark Ford) for its practical strategies to grow businesses at different stages. These books have significantly influenced his entrepreneurial journey. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Tim Calise recommends The Business School Podcast by Shaan Puri and The School of Greatness by Lewis Howes for actionable business and personal growth insights. He also highlights Dan Bolton's YouTube channel for coaching and consulting professionals. Additionally, he suggests Nicholas Cole's book, "The Art and Business of Online Writing," to enhance communication and brand-building skills. What tool or resource would you recommend to grow a small business? Tim Calise emphasizes the power of leveraging AI tools to grow a small business. He recommends using tools like ChatGPT for automation and content generation, Zapier for workflow automation, and other AI-driven platforms to streamline operations and improve efficiency. He encourages teams to aim for replacing 50% of their output with automation to maximize productivity and scalability. What advice would you give yourself on day one of starting out in business? Tim Calise advises his day-one self to stay focused, make lots of offers, and play the long game. He emphasizes building a strong network of people who support your journey and giving generously without expecting immediate reciprocity. His key message is, “It's going to be okay; stay committed and consistent.” Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.   Quotable quotes from our special Grow A Small Business podcast guest: Focus on building capability, not just capacity, to achieve sustainable success — Tim Calise To win in business, build a vision big enough for others to fit their dreams inside — Tim Calise The best investment you can make is in yourself—collapse decades into days through learning — Tim Calise  

Whether you're looking to increase your income, start a side business, or completely transform your financial future, Codie Sanchez will break down exactly what separates those who successfully build wealth from those who stay stuck. This conversation is packed with immediately actionable insights covering the biggest myths around money, the difference between acquiring and keeping money, the rich versus broke mindset and how it changes everything, non obvious lessons on negotiating, and more. Plus, we talk about the single most important thing to know about building financial freedom—and it's not what you think it is. After spending nearly two decades on Wall Street, Codie Sanchez struck out on her own and has been buying and investing in businesses since 2012. She now runs a holding company of small and medium-sized businesses. Her unique focus is on “boring businesses” like laundromats and lawn care services. Sanchez is also the author of Main Street Millionaire: How to Make Extraordinary Wealth in Ordinary Businesses. Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at https://fs.blog/newsletter/ -- Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠https://fs.blog/membership/⁠⁠ and get your own private feed. -- Follow me: ⁠⁠⁠⁠⁠⁠⁠⁠https://beacons.ai/shaneparrish⁠⁠⁠⁠⁠⁠⁠⁠ -- Watch on YouTube: https://www.youtube.com/@tkppodcast (00:00) Intro (02:48) Codie Sanchez's Journey to Business Acquisition (04:21) Understanding the Language of Money (07:06) The Importance of Financial Freedom (16:12) Learning and Earning in Your 20s (17:32) The Power of Proximity and Mentorship (28:37) The Role of Effort and Determination in Success (39:45) Lessons from Business Failures (44:22) Mastering Business Focus and Layering (46:31) Misconceptions About Money (48:21) Saving vs. Earning: A Financial Perspective (51:57) The Rich vs. Broke Mindset (53:24) Allies vs. Friends in Success (01:09:04) The Importance of Reputation (01:20:41) Negotiation and Sales Skills (01:23:40) The Art of Door Knocking (01:25:07) Defining Good and Bad Businesses (01:26:26) Identifying Business Problems (01:27:57) Hiring the Right People (01:42:57) Traits of High Performers (01:46:42) Balancing Work and Personal Life (01:57:37) Investing as a W2 Employee

Today, we are talking about something that almost feels a little taboo in the business world because it's something we all know happens, today we are talking about the scary words of merger and acquisitions. For a lot of us female small business founders it feels like this giant stretchy thing that we're never going to even have to think about and it's only for large corporations like Snapchat. So I'm bringing on Lacey Madison who is the M&A gal, because she is a four times business owner, a multimillion-dollar investor, and a business consultant and startup advisor who specializes in helping female founders. Lacey is industry agnostic and she helps businesses rapidly build, grow, scale, and sell their own conglomerate multimillion-dollar businesses. As the founder of Sir Ventures and the SIR Business Academy, Lacey leverages her expertise in M&A fundraising, growing, and scaling businesses to inspire the next generation of women to break barriers and lead in the world of business and investing.I can't wait to share this conversation of how acquiring or selling your business is not something that's just available to you but it could be a really great strategy for you to scale this business, your next business, and increase your wealth.M&A Resources: FlippaBatonAcquire. com Connect with Lacey Madison:@laceymadison_ICYMI NewsletterChapters:00:00 Introduction to Business Acquisition00:49 Meet Lacey Madison: Business Acquisition Expert03:05 Debunking Myths About Buying and Selling Businesses04:36 The Financial Realities of Business Acquisition for Female Founders 09:33 Operational Readiness for Acquisitions for Female Founders14:05 Exploring Asset Acquisitions20:08 Finding Acquisition Opportunities23:20 Networking and Due Diligence24:35 Strategies for Selling a Business26:37 Preparing Your Business for Sale28:03 Documentation and Data Rooms30:22 Evaluating Potential Buyers32:05 Building a Sellable Business from the Start32:22 Lifestyle vs. Sellable Businesses35:02 The Importance of Clean Operations37:02 Tough Love for Aspiring EntrepreneursWanna connect with me? DM me on Instagram: @lucy.bedewiFollow the Podcast: @the.bold.founder Follow or work with my messaging and copywriting studio: @mywritehandwomanSet up a call and check out the website!

How do the most successful entrepreneurs buy good businesses at a great price? In this episode, host Nicole Jansen sits down with Richard Parker, a seasoned expert in Mergers and Acquisitions (M&A) who has acquired 14 companies and advised on transactions worth over $2 billion. Richard shares the secrets behind his successful program, How to Buy a Good Business at a Great Price, and underscores the essential knowledge needed for buying a business successfully. Throughout the conversation, Richard offers profound insights into business acquisitions, the importance of an advisory team, and the virtues of methodical decision-making. Together, Nicole and Richard explore key strategies for growth, the significance of leveraging an existing customer base, and the often-overlooked need for creativity and curiosity in entrepreneurship. Join us for this enlightening discussion filled with actionable takeaways, whether you're an aspiring entrepreneur or a seasoned business owner looking to expand. What We Discuss in this Episode Key steps involved in the "How to Buy a Good Business at a Great Price" program. How Richard Parker has maintained his childlike imagination throughout his career. The crucial role of having a business coach or advisor for business success. Common mistakes that entrepreneurs should avoid when looking to buy or run a business. Why leveraging your current customer base can be more effective than seeking new markets. The risks that entrepreneurs face when entering unfamiliar industries. The impact of misinformation on social media on new entrepreneurs. The biggest mistakes Richard made in his business career and the lessons learned from them. The current hot industries for business acquisition. The importance of relationships and trust in business transactions. Podcast Highlights 0:00 - Lower market business stays steady, active, flourishing. 3:53 - Institutional investors make competition difficult for individuals. 8:19 - Experience highlights risks; business advisers offer guidance. 12:33 - Maximize existing clients by upselling additional products. 15:00 - Grow by adding products/services for customers. 17:26 - Quick decisions often hide incompetence or overconfidence. 20:11 - Successful entrepreneur faced losses after shifting focus. 26:30 – Why likability and trust are crucial for deals. 28:41 - Address business vulnerabilities; ensure operational continuity. 33:38 - Ego hindered hiring; realized teamwork improves success. 34:25 - Surrounding with smarter people improves business success. 40:44 - Intellectual curiosity trumps not attending university. 45:29 - Explore entrepreneurship resources. Favorite Quotes "Having someone to guide you, to point out potential pitfalls you can't see on your own, is invaluable in navigating through business acquisitions." "Imagination is so critical in this game of entrepreneurship. It fosters innovation and helps you look at common problems through a novel lens." "The 23 steps in our program are designed to simplify the complex process of business acquisitions, making it accessible for both novices and seasoned entrepreneurs." Episode Show Notes and Resources: https://leadersoftransformation.com/podcast/business/524-what-you-need-to-know-when-buying-a-business-with-richard-parker Check out our complete library of episodes and other leadership resources here: https://leadersoftransformation.com ________

Send us a textJoin Joey Pinz as he sits down with Adam Kerrigan—world record holder, entrepreneur, and transition expert—in an episode that takes you through an inspiring journey of strength, resilience, and incredible life changes.

Send us a textIn this episode, Joey Pinz dives into an insightful conversation with Bryan Smith, recorded live at the DattoCon event in Miami. Bryan shares his journey from the Northeast to building a game-changing solution for Managed Service Providers (MSPs), which eventually led to an acquisition by Kaseya. We explore the pivotal moments that took his company from solving internal problems to becoming an industry-wide tool.Top 3 Highlights:

n this episode, you'll discover:The 3rd party in every deal: the banker The importance of securing financing in any deal Lots of opportunities in practice acquisition De Novo (opening new business) vs Acquisition (buying an existing business) the step by step guide to securing financing Episode Highlights00:50 - Introduction to the topic of acquisition, emphasizing the benefits of buying a practice instead of starting a de novo.02:51 - The importance of not making assumptions, especially for first-time buyers.04:10 - Three major dynamics affecting practice transitions: post-COVID hangover, baby boomers aging out, and economic uncertainty.06:06 - The need for proper planning and clean financials to make the practice more attractive to buyers.10:37 - The value of seller financing as it is viewed positively by banks, as it keeps the seller engaged and vested in the business's performance.16:49 - The role of documentation and due diligence in the process of selling and building trust with the banks.27:27 - The pros and cons of buying a practice vs. starting a practice.33:20 - The concept of arbitrage, where buyers can improve the business by increasing charges, adding services, or growing patient numbers.38:57 - The differences between asset and stock purchases, noting that asset purchases are more common and forgive past sins.44:48 - The benefits of expanding with SBA loans, including the potential for zero down and expedited vetting processes. Resources MentionedTo learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoSubscribe to our newest podcast "Build Your Remarkable Practice" here: https://podcasts.apple.com/us/podcast/build-your-remarkable-practice-for-chiropractors/id1734107477  Schedule a Brainstorming call with Dr. PeteDr. Stephen's LinkedInDr. Peter's LinkedInThe Remarkable CEO WebsiteDr. Stephen's Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business

Today's show we bring back Jay Bourgana to coach me and you guys through business buying (@jbourgana)Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

When I first got into entrepreneurship, I thought starting from scratch was the only way. I built my agency from the ground up, but after learning from people like Walker Deibel, I see that business acquisition often makes way more sense. Imagine taking over a business that already has customers, revenue, and operations. You can scale faster without all the initial growing pains—it's a smarter, quicker way to grow compared to starting fresh every time.About Walker DeibelWalker Deibel is an outstanding entrepreneur with more than a decade of experience buying and scaling businesses, having successfully acquired 7 companies and co-founded several startups along the way. He's the author of the best-seller Buy Then Build, a must-read for anyone looking to grow through business acquisition. As an M&A advisor with Quiet Light, Walker helps online businesses navigate their exits. Through his program, Acquisition Lab, he shares his personal journey and practical strategies to teach entrepreneurs why buying an existing company can be the smartest path to growth—and how to do it right.Key Insights:Focus on recurring revenue models. When buying a business, prioritize those with recurring revenue, like subscription models. This gives you a reliable income stream and makes the business more stable, allowing you to plan and scale with greater confidence.Look for underperforming businesses. Find companies that aren't doing well because of bad management or outdated systems. After buying them, improve operations, marketing, or customer service to increase profits and grow the business.Combine resources. If you buy multiple businesses, find ways for them to share resources, like employees or marketing efforts. This saves money and helps all the businesses grow more efficiently.Plan for the future sale. From the start, think about how to make the business more valuable when you want to sell it. Improve profits and streamline operations so you can sell it at a higher price later.Modernize traditional businesses. Find older businesses that could benefit from modern updates like better online marketing or e-commerce. You can increase their value by bringing them up to date.Walker's best advice for entrepreneurs:"If you can bridge the old economy and the new economy, that's actually the very unique opportunity that we have in our lifetime."Connect with Walker Deibel:LinkedInYouTubeXBuy Then BuildAcquisition LabFollow Beyond 8 Figures:LinkedInXWebsite

Buying a business without cash is possible in 2024. Discover the strategies and tips that can turn zero dollars into ownership, using creative financing, partnerships, and smart negotiations.---Secure your spot at the #1 conference for real estate, entrepreneurship, and social media here - https://www.wealthcon.org/Feeling lost as an entrepreneur or real estate investor? Get access to our community, coaching, courses, and events at Wealthy University https://wealthyuniversity.com/If you want to level up, text me at 725-444-5244! ---About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing.